Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 60 |
| 1 month | 0.011 | 0 | 37 |
| 3 months | 0.049 | 0 | 30 |
| 1 year | 0.056 | 0 | 61 |
| 3 years | 0.104 | 0 | 82 |
| 5 years | 0.099 | 0 | 82 |
| 10 years | 0.077 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.126 | — |
| 2023 | 0.140 | — |
| 2022 | 0.056 | — |
| 2021 | 0.096 | — |
| 2020 | 0.105 | — |
| 2019 | 0.000 | — |
| 2018 | 0.023 | — |
| 2017 | 0.131 | — |
| 2016 | 0.045 | — |
| 2015 | 0.034 | — |
| 2014 | 0.341 | — |
| 2013 | 0.054 | — |
| 2012 | 0.307 | — |
| 2011 | -0.132 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | 0.059 | -0.013 | — |
| 2024 | 0.034 | 0.063 | 0.060 | -0.033 |
| 2023 | -0.030 | 0.066 | 0.031 | 0.070 |
| 2022 | 0.003 | -0.049 | 0.074 | 0.030 |
| 2021 | 0.013 | 0.039 | 0.036 | 0.005 |
| 2020 | -0.083 | 0.094 | 0.044 | 0.055 |
| 2019 | 0.014 | -0.017 | -0.004 | 0.008 |
| 2018 | -0.012 | 0.021 | 0.012 | 0.004 |
| 2017 | 0.057 | 0.033 | 0.009 | 0.027 |
| 2016 | -0.015 | 0.043 | 0.043 | -0.025 |
| 2015 | 0.025 | 0.001 | -0.002 | 0.010 |
| 2014 | 0.095 | 0.143 | 0.031 | 0.039 |
| 2013 | -0.061 | -0.001 | 0.018 | 0.104 |
| 2012 | 0.139 | 0.012 | 0.082 | 0.048 |
| 2011 | -0.016 | 0.001 | -0.051 | -0.071 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.104 |
| 5 years | 0.099 |
| 10 years | 0.077 |
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/mutual_funds/world/performance
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